Our investment team always looks for opportunities in up-and-coming global markets – sometimes called frontier markets – like Vietnam.
Vietnam is like China was 20 years ago, and is pivoting towards being a supply economy to the rest of the world.
Vietnam’s been a direct beneficiary of trade tension between China and the US, and is viewed as a much friendlier place to do business. Samsung plans to invest up to US$3 billion to develop its second factory in Vietnam.
Factors making Vietnam a good investment opportunity include the country’s stable politics, a young workforce, and significant infrastructure spend. Its stock market is relatively cheap compared to others, and it had a successful response to Covid-19.
Pie’s Global Growth Fund is invested in a Vietnam-focused fund, through the London Stock Exchange.
Our active management strategy means we can be nimble and take advantage of opportunities in growth companies and sectors abroad. This is further supported by our Pie global research team on the ground in London. Pie’s investment team keeps a close eye on market conditions as part of this active management strategy, which helps us build wealth for our clients.
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Pie Global Growth Fund
+ Long-term capital growth
Pie’s Global Growth Fund aims to deliver long-term capital growth. Diversify your investments through exposure to global opportunities.
+ An equities research team in London
Our specialist researchers find opportunities in global sectors, with strong connections in the UK, Europe and further afield. Their strength in detailed analysis helps select strong companies and funds to invest in.
+ Includes opportunities difficult for retail investors to access
Expand your portfolio through quality companies and sectors – some of which are difficult for retail investors to access. Pie’s Global Growth Fund gives this exciting investment opportunity.
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Information is current as at 21 April 2021. Pie Funds Management Limited is the manager of the funds in the Pie Funds Management Scheme. Any advice is given by Pie Funds Management Limited and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Pie Funds Management Scheme investment funds, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our product disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary.